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Institutional Portfolio Manager III

Charlotte, North Carolina;

Job Description:

The Institutional Portfolio Manager III reports to the Institutional Market Investment Executive. A Institutional Portfolio Manager III manages portfolios as a fiduciary with discretion. The Portfolio Manager’s responsibilities include advising clients on matters related to investment policy, including strategic asset allocation. Subject to the client’s Investment Policy Statement, the Institutional Portfolio Manager III is responsible for portfolio construction, manager selection, risk management and investment reporting. The Institutional Portfolio Manager III works with both Institutional Philanthropic and Defined Benefit Pension clients. In doing so, the Institutional Portfolio Manager III is expected to work with members of the client coverage team to find ways to expand or deepen existing relationships, as well as to acquire new business. Investment mandates are typically balanced, but may include separate fixed income and equity mandates, including Alternative Investments. Goals-based investment strategies are designed by the Institutional Portfolio Manager III and implemented through both affiliated and non-affiliated asset managers approved for use in fiduciary accounts.

Responsibilities:

  • Develop, implement and communicate results of comprehensive investment strategies for institutional clients that reflect a thorough understanding of each client’s goals and objectives and our investment strategies
  • Ensure individual book of accounts meets/exceeds specified net growth goals
  • Develop and deliver investment component of sales presentations
  • Oversee risk management related to all investment activities

Core Competencies:

  • Proactive strategic thinking that reflects a thorough understanding of the capital markets and issues that are faced by institutional clients
  • Ability to understand unique client needs by executing institutional level discovery and analytics
  • Ability to present solutions in a competent and confident manner to clients who have a sophisticated understanding of the capital markets and institutional client issues
  • Ability to lead clients to action by making complex issues and analysis easy to understand and by presenting solutions in a customized, goals-based framework

Experience:

  • A minimum of 5-10 years experience in institutional investment management for numerous and different types of foundations, endowments and defined benefit pension plans; most, if not all, of recent work experience should have been with institutions
  • Experience in developing institutional investment policy statements that reflect the application of institutional financial modeling tools (e.g., asset/liability modeling, spending policy analysis)
  • Experience creating customized investment solutions with a broad array of asset classes and management firms
  • Experience explaining the capital markets, investment strategies and performance analytics to institutions, and adapting investment strategies to changing market conditions and evolving client needs (e.g., LDI strategies for pension portfolios)
  • Track record of achievement that is relevant to our mission (growth of assets, retention of clients, culture of learning, wins the right way)

Education:

CFA or CIMA (or equivalent job experience), MBA preferable

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Institutional Portfolio Manager III reports to the Institutional Market Investment Executive. A Institutional Portfolio Manager III manages portfolios as a fiduciary with discretion. The Portfolio Manager’s responsibilities include advising clients on matters related to investment policy, including strategic asset allocation. Subject to the client’s Investment Policy Statement, the Institutional Portfolio Manager III is responsible for portfolio construction, manager selection, risk management and investment reporting. The Institutional Portfolio Manager III works with both Institutional Philanthropic and Defined Benefit Pension clients. In doing so, the Institutional Portfolio Manager III is expected to work with members of the client coverage team to find ways to expand or deepen existing relationships, as well as to acquire new business. Investment mandates are typically balanced, but may include separate fixed income and equity mandates, including Alternative Investments. Goals-based investment strategies are designed by the Institutional Portfolio Manager III and implemented through both affiliated and non-affiliated asset managers approved for use in fiduciary accounts.

Responsibilities:

  • Develop, implement and communicate results of comprehensive investment strategies for institutional clients that reflect a thorough understanding of each client’s goals and objectives and our investment strategies
  • Ensure individual book of accounts meets/exceeds specified net growth goals
  • Develop and deliver investment component of sales presentations
  • Oversee risk management related to all investment activities

Core Competencies:

  • Proactive strategic thinking that reflects a thorough understanding of the capital markets and issues that are faced by institutional clients
  • Ability to understand unique client needs by executing institutional level discovery and analytics
  • Ability to present solutions in a competent and confident manner to clients who have a sophisticated understanding of the capital markets and institutional client issues
  • Ability to lead clients to action by making complex issues and analysis easy to understand and by presenting solutions in a customized, goals-based framework

Experience:

  • A minimum of 5-10 years experience in institutional investment management for numerous and different types of foundations, endowments and defined benefit pension plans; most, if not all, of recent work experience should have been with institutions
  • Experience in developing institutional investment policy statements that reflect the application of institutional financial modeling tools (e.g., asset/liability modeling, spending policy analysis)
  • Experience creating customized investment solutions with a broad array of asset classes and management firms
  • Experience explaining the capital markets, investment strategies and performance analytics to institutions, and adapting investment strategies to changing market conditions and evolving client needs (e.g., LDI strategies for pension portfolios)
  • Track record of achievement that is relevant to our mission (growth of assets, retention of clients, culture of learning, wins the right way)

Education:

CFA or CIMA (or equivalent job experience), MBA preferable

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21053088

Band: H4

Manages People: No

Travel: Yes, 25% of the time

Manager:

Talent Acquisition Contact:

Amber Jones

Referral Bonus:

0